BOND icon

PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

397 hedge funds and large institutions have $3.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 156 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+36
Holders Change %
+9.97%
% of All Funds
5.82%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
76
Increased
156
Reduced
126
Closed
39
Calls
$351K
Puts
$250K
Net Calls
+$101K
Net Calls Change
+$101K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$462M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$243M
3
KOC
Koss-Olinger Consulting
Florida
$25.7M
4
UBS Group
UBS Group
Switzerland
$59.6M
5
VIA
Vickerman Investment Advisors
Washington
$23.8M

Top Sellers

1
OPS
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
Brinker Capital Investments
Pennsylvania
$15.5M
3
KW
KWB Wealth
California
$209K
4
Osaic Holdings
Osaic Holdings
Arizona
$121M
5
FS
Ferguson Shapiro
Georgia
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
376
Tucker Asset Management
Colorado
$14.1K – – –
FHA
377
First Horizon Advisors
Tennessee
$13K +$5.86K +63 +82%
DWMG
378
DB Wealth Management Group
California
$12.9K – – –
APC
379
Aspire Private Capital
North Carolina
$12.7K -$18.8K -203 -60%
B
380
Birchbrook
Maine
$12.2K +$12.2K +132 New
EW
381
Element Wealth
Mississippi
$11.6K – – –
BNP Paribas Financial Markets
382
BNP Paribas Financial Markets
France
$10.8K +$10.4K +113 +2,825%
BWM
383
Baystate Wealth Management
Massachusetts
$8.94K +$8.94K +96 New
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.14K – – –
DAM
385
Delta Asset Management
Tennessee
$6.93K -$23.1K -250 -77%
GI
386
Gradient Investments
Minnesota
$5.93K +$93 +1 +2%
TSWM
387
Tyler-Stone Wealth Management
Ohio
$5.55K – – –
SIS
388
Sound Income Strategies
Florida
$4.41K +$276 +3 +7%
TRCT
389
Tower Research Capital (TRC)
New York
$4.25K +$4.25K +46 New
ME
390
McIlrath & Eck
Washington
$4.16K – – –
SWM
391
Spire Wealth Management
Virginia
$1.91K – – –
MAWCM
392
Mine & Arao Wealth Creation & Management
California
$1.65K -$1.38K -15 -45%
OLVIG
393
Oliver Lagore Vanvalin Investment Group
Michigan
$1.2K – – –
CPA
394
Cardiff Park Advisors
California
$832 – – –
PA
395
PSI Advisors
Florida
$740 – – –
VCM
396
Versant Capital Management
Arizona
$740 +$370 +4 +100%
FPF
397
First Pacific Financial
Washington
$648 +$648 +7 New
Fidelity Investments
398
Fidelity Investments
Massachusetts
$185 -$93 -1 -33%
BlackRock
399
BlackRock
New York
$90 +$90 +1 New
GAG
400
Goodman Advisory Group
Massachusetts
$10 -$1.87M -21,323 Closed
14 15
16
17 18